One Degree Advisors Inc — 13F Holdings & Portfolio

CIK 2005743 · latest 13F-HR filed 2026-05-01

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$381.2K

Long-equity book

Holdings

72

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+5 / −3 / ↑26 / ↓18

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$4.1K +11.5%
  • VANGUARD INDEX FDS$2.7K +110.5%
  • GRANITESHARES ETF TR$1.4K +30.2%
  • SCHWAB STRATEGIC TR$1.1K +6.9%
  • DIMENSIONAL ETF TRUST$1.1K +12.5%
Show all 26

Top Trims

  • EA SERIES TRUST-$1.0K -12.7%
  • FRANKLIN TEMPLETON ETF TR-$443 -14.8%
  • MICROSOFT CORP-$328 -27.0%
  • APPLE INC-$306 -7.8%
  • SPDR SERIES TRUST-$218 -35.8%
Show all 18

New Positions

  • EA SERIES TRUST$2.4K
  • EA SERIES TRUST$1.5K
  • JANUS DETROIT STR TR$333
  • ISHARES TR$206
  • ISHARES GOLD TR$203
Show all 5

Exited Positions

  • VANGUARD SCOTTSDALE FDS$2.5K
  • WORKDAY INC$252
  • DIMENSIONAL ETF TRUST$202
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $73.6K 19.32% 1,895,239 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $39.9K 10.46% 1,122,058 SH
3 VANGUARD INDEX FDS VTI 922908769 $36.5K 9.57% 113,678 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $24.0K 6.30% 375,039 SH
5 SCHWAB STRATEGIC TR SCHR 808524854 $17.4K 4.57% 699,480 SH
6 DIMENSIONAL ETF TRUST DFSD 25434V864 $16.1K 4.23% 336,546 SH
7 DIMENSIONAL ETF TRUST DFCF 25434V872 $13.4K 3.53% 318,459 SH
8 VANGUARD INDEX FDS VBR 922908611 $10.9K 2.87% 50,372 SH
9 SPDR SERIES TRUST SPYM 78464A854 $10.8K 2.84% 141,226 SH
10 DIMENSIONAL ETF TRUST DFEM 25434V732 $10.1K 2.64% 290,920 SH
11 EA SERIES TRUST QVAL 02072L102 $9.4K 2.45% 179,417 SH
12 EA SERIES TRUST QMOM 02072L409 $8.8K 2.30% 128,591 SH
13 VANGUARD MUN BD FDS VTEB 922907746 $8.2K 2.16% 165,093 SH
14 EA SERIES TRUST AAUS 02072Q853 $7.2K 1.89% 137,571 SH
15 VANGUARD SPECIALIZED FUNDS VIG 921908844 $6.5K 1.70% 30,117 SH
16 GRANITESHARES ETF TR COMB 38747R108 $6.1K 1.60% 232,173 SH
17 DIMENSIONAL ETF TRUST DFCA 25434V633 $5.9K 1.54% 117,871 SH
18 ISHARES TR IEFA 46432F842 $5.7K 1.50% 63,101 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.7K 1.48% 104,573 SH
20 DIMENSIONAL ETF TRUST DFGP 25434V583 $5.3K 1.39% 98,113 SH
21 ISHARES TR IEF 464287440 $5.2K 1.37% 54,681 SH
22 VANGUARD INDEX FDS VNQ 922908553 $5.1K 1.34% 57,672 SH
23 EA SERIES TRUST IVAL 02072L201 $4.0K 1.05% 118,150 SH
24 EA SERIES TRUST IMOM 02072L300 $3.9K 1.02% 98,024 SH
25 APPLE INC AAPL 037833100 $3.6K 0.95% 14,299 SH
26 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.9K 0.77% 2,941 SH
27 EA SERIES TRUST HIDE 02072L631 $2.7K 0.71% 112,765 SH
28 FRANKLIN TEMPLETON ETF TR FLMI 35473P868 $2.6K 0.67% 103,186 SH
29 EA SERIES TRUST AAEQ 02072Q358 $2.4K 0.62% 50,944 SH
30 PACER FDS TR PTLC 69374H105 $2.1K 0.56% 40,915 SH
31 EA SERIES TRUST AAUA 02072Q275 $1.5K 0.39% 30,699 SH
32 ISHARES TR SGOV 46436E718 $1.4K 0.37% 14,086 SH
33 DIMENSIONAL ETF TRUST DFNM 25434V849 $1.4K 0.37% 29,073 SH
34 ALPHABET INC GOOG 02079K107 $1.3K 0.33% 4,410 SH
35 PACER FDS TR PTIN 69374H683 $1.3K 0.33% 38,853 SH
36 SEMPRA SRE 816851109 $1.2K 0.32% 12,752 SH
37 CATERPILLAR INC CAT 149123101 $1.2K 0.32% 1,722 SH
38 INVESCO QQQ TR QQQ 46090E103 $1.1K 0.28% 1,882 SH
39 VANGUARD INTL EQUITY INDEX F VEU 922042775 $1.1K 0.28% 14,143 SH
40 VANGUARD MALVERN FDS VTIP 922020805 $1.0K 0.27% 20,901 SH
41 ALPHABET INC GOOGL 02079K305 $992 0.26% 3,452 SH
42 PACCAR INC PCAR 693718108 $923 0.24% 7,997 SH
43 MICROSOFT CORP MSFT 594918104 $885 0.23% 2,393 SH
44 LAM RESEARCH CORP LRCX 512807306 $701 0.18% 3,284 SH
45 MCKESSON CORP MCK 58155Q103 $598 0.16% 691 SH
46 CARDINAL HEALTH INC CAH 14149Y108 $589 0.15% 2,788 SH
47 NVIDIA CORPORATION NVDA 67066G104 $481 0.13% 2,762 SH
48 AMAZON COM INC AMZN 023135106 $480 0.13% 2,307 SH
49 TESLA INC TSLA 88160R101 $478 0.13% 1,287 SH
50 VICTORY PORTFOLIOS II VSMV 92647N691 $461 0.12% 8,165 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $381.2K 72 0002005743-26-000003
2025-12-31 2026-02-06 $363.8K 70 0002005743-26-000002